Who may do what? Roles and permissions
What you can see and do in actaSIGN and actaPASS depends on your role. This page shows all roles at a glance.
actaSIGN
Section titled “actaSIGN”| Role | Who | May |
|---|---|---|
| Recipient | anyone who gets a signing request by e-mail; no account needed | open the task, fill it in, sign, decline; depending on the settings, pass it on or download documents |
| Member | anyone who belongs to an organization and is signed in | complete their own tasks, sign themselves, keep their profile up to date, use templates (unless they are limited to administrators) |
| Sender / owner | the member who creates a request | send, follow, remind, withdraw the request |
| Observer | members whom the sender adds under Owners & Observers | follow the request |
| Deputy | member who takes over tasks during an absence | sign handed-over tasks in their own name |
| Administrator of the organization | appointed by the administration | Administration: members, defaults, seals, contacts, connections |
| Contact curator | chosen by the administration | keep the shared contacts of the organization up to date |
| Invite to strong authentication | member with this right | invite people to set up a passkey or an authenticator app; sees only this section in Administration |
actaPASS
Section titled “actaPASS”| Role | May |
|---|---|
| Account (every person) | sign in, change password and second factor, confirm new organizations |
| Administrator (Admin) | manage the company account and organizations: invite members, domains, sign-in through identity providers, teams |
In actaPASS there is only «Member» or Admin. Anyone who is made an administrator gets all management rights for the company account and its organizations at once. Whoever creates a company account is its administrator.
Good to know
Section titled “Good to know”- New members get the rights in actaPASS to work along and send requests.
- The administration can limit who may edit templates, see Enable templates.